Marshall Financial Group (Pennsylvania)’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Marshall Financial Group (Pennsylvania)’s Portfolio SHY Stock Details SHY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-4,020	Closed	-$326K	–	53
2022 Q3	$326K	Hold	4,020	–	–	0.15%	43
2022 Q2	$333K	Hold	4,020	–	–	0.15%	46
2022 Q1	$335K	Hold	4,020	–	–	0.13%	46
2021 Q4	$344K	Sell	4,020 -582	-13%	-$49.9K	0.13%	47
2021 Q3	$396K	Hold	4,602	–	–	0.17%	44
2021 Q2	$397K	Hold	4,602	–	–	0.17%	41
2021 Q1	$397K	Sell	4,602 -4,054	-47%	-$350K	0.18%	41
2020 Q4	$748K	Hold	8,656	–	–	0.37%	31
2020 Q3	$749K	Hold	8,656	–	–	0.44%	31
2020 Q2	$750K	Buy	+8,656	New	+$750K	0.5%	30

Other funds holding SHY

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Balentine LLC Atlanta, Georgia $2.48B AUM 17.44% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Marshall Financial Group (Pennsylvania)'s SHY Position: Q4 2022 in Review

Marshall Financial Group (Pennsylvania) sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q4 2022, closing a stake of 4,020 shares — an estimated $326K sold.

Marshall Financial Group (Pennsylvania) first reported a position in SHY in Q2 2020 and held it in 10 quarters. The position peaked at $750K in Q2 2020. 1,110 funds tracked by Wall St. Rank hold SHY as of Q4 2022.

Marshall Financial Group (Pennsylvania) reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q4 2022 after selling out during the quarter.
Marshall Financial Group (Pennsylvania) sold 4,020 iShares 1-3 Year Treasury Bond ETF shares in Q4 2022, an estimated $326K.
Marshall Financial Group (Pennsylvania) first reported a position in iShares 1-3 Year Treasury Bond ETF in Q2 2020 and held it in 10 quarters.
Marshall Financial Group (Pennsylvania)'s iShares 1-3 Year Treasury Bond ETF position peaked at $750K in Q2 2020.
1,110 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q4 2022.

Based on Marshall Financial Group (Pennsylvania)'s 13F filing for Q4 2022, filed 6 Feb 2023.